Brian Byrne is not listed as a control person, but directly owns under 5% of Lederer & Associates Investment Counsel. Brian Byrne holds a Bachelor of Arts in Economics from California State University, Long Beach.
Lederer & Associates Investment Counsel is an investment adviser based in Long Beach, CA, registered with the SEC since 1986. It provides investment management. Its clients include high-net-worth individuals, charitable organizations and individual clients. Its regulatory assets under management total $244 million, as filed on 8 December 2025. Its fees, ownership and offices are on the firm’s profile.
Brian Byrne is Operations Administrator at Lederer & Associates Investment Counsel. He is in charge of operations, administration and client services. Byrne joined the firm in April 2013 and has worked in the industry for the past 24 years, including nine at Brandes Investment Partners and five at Nicholas Applegate Capital Management.
- CRD
- 6260707
- Firm
- Lederer & Associates Investment Counsel · CRD 110376
- Role
- Operations Administrator
- In role since
- April 2013 · 13 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Long Beach, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lederer-associates.com
Where does Brian Byrne work?
Brian Byrne has been Operations Administrator of Lederer & Associates Investment Counsel since April 2013.
How can I verify Brian Byrne’s record?
Brian Byrne’s role is listed on Lederer & Associates Investment Counsel’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 110376.
